THE UNQUOWA SCHOOL ASSOCIATION INC (EIN 060646937) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1917

Legal Domicile

Principal Officer

SHARON LAUER

Phone

2033363801

Tax Period

2024-07-01 to 2025-06-30

THE UNQUOWA SCHOOL ASSOCIATION INC, founded in 1917, is a community nonprofit that reported $6.9M in total revenue in fiscal year 2024.

Mission

THE UNQUOWA SCHOOL IS A CO-ED PRE K-8TH GRADE SCHOOL THAT TEACHES A TRADITIONAL ACADEMIC CURRICULUM, WITH A PROGRESSIVE APPROACH THAT FOSTERS ARTISTIC CREATIVITY, LEADERSHIP AND ENGENDERS POSITIVE ETHICAL VALUES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $326,989

Program Service Revenue $6,317,290

Investment Income $84,054

Other Revenue $204,816

TOTAL REVENUE $6,933,149

Expense Breakdown

Grants Paid $1,245,606

Salaries & Benefits $4,386,125

Fundraising Expenses $265,814

Program Expenses $5,551,556

Other Expenses $1,413,184

TOTAL EXPENSES $7,044,915

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,933,149	$6,584,479	+0.1%
Expenses	$7,044,915	$7,163,928	0.0%
Net Income	$-111,766	$-579,449	-0.8%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$435,171

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN PANAGOS	PRESIDENT	2.00	Officer Director	$0	$0	$0
PAUL GREENBERG	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
KARL MARTONE	TREASURER	2.00	Officer Director	$0	$0	$0
HEATHER WINKELMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
JOHN ACUNTO	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDON CLARK	BOARD MEMBER	2.00	Director	$0	$0	$0
LAUREN VINCENT COAAAKLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
JACQUELINE NELSON	BOARD MEMBER	2.00	Director	$0	$0	$0
ROBIN POMPA	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISON ROBERTS	BOARD MEMBER	2.00	Director	$0	$0	$0
ALISON SMITH	BOARD MEMBER	2.00	Director	$0	$0	$0
ALAN STECKLER	BOARD MEMBER	2.00	Director	$0	$0	$0
HILLARY TANNER	BOARD MEMBER	2.00	Director	$0	$0	$0
ALEX THOMSON	BOARD MEMBER	2.00	Director	$0	$0	$0
MELODY WATERHOUSE	BOARD MEMBER	2.00	Director	$0	$0	$0
JENAH YEUNG	BOARD MEMBER	2.00	Director	$0	$0	$0
SHARON LAUER	HEAD OF SCHOOL	60.00	Officer	$196,277	$85,006	$281,283
JANICE CERONE	BUSINESS MANAGER	40.00	Officer	$148,343	$5,545	$153,888
KAREN WILLIAMSON	DIRECTOR OF ADMISSIONS	40.00	Highest	$103,154	$47,835	$150,989
LLOYD MITCHELL	DIRECTOR OF IT AND OPERATIONS	40.00	Highest	$111,346	$77,896	$189,242
CARLENE GORDON	DEAN OF FACULTY	40.00	Highest	$116,131	$3,454	$119,585

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$6,933,149	$7,044,915	$9,795,847	$-111,766
2024	No data	No data	No data	No data
2023	$6,283,918	$6,468,004	$10,033,665	$-184,086
2022	$6,252,175	$6,064,322	$9,667,986	$187,853
2021	$6,470,190	$5,835,880	$10,208,102	$634,310
2020	$5,823,889	$5,447,064	$9,416,029	$376,825
2019	$5,463,821	$5,740,155	$6,554,940	$-276,334
2018	$5,386,502	$5,522,825	$6,100,646	$-136,323

THE UNQUOWA SCHOOL ASSOCIATION INC